Financial Planning

CBIZ has acquired South Winds Inc., a Baltimore-based retirement consulting firm, which does business under the name Benexx.

A new bill in Congress would provide a one-time $250 payment to senior citizens, veterans and the disabled in the event that no Social Security cost-of-living adjustment is payable in 2011.

CPA and business advisory firm Argy, Wiltse & Robinson announced that Johnson Advisors LLC has changed its name to Argy Accounting Solutions LLC and Argy’s Family Wealth Management Group has changed its name to Family Tax Advisory Group.

Thirty-four percent of employed Americans plan to look for a new job when the economy gets better, according to a new survey by Deloitte.

Shareholder votes on executive compensation at U.S. firms have resulted in an average single-year pay drop for CEOs of about $7.3 million or about 38 percent in companies where pay was excessive, according to a new study to be presented by the American Accounting Association.

IMGCAP(1)]Capital market regulations often have unintended consequences.

One out of every five senior citizens has been the victim of a financial scam, according to a recent survey by Infogroup/ORC, and the Illinois CPA Society has published a set of tips to help them avoid scams and protect their money:

Rising tuition fees and the uncertain state of the economy are causing more people to put their own retirement savings ahead of their children’s college education.

IRS PROBES 401(K) COMPLIANCE

Some of the more established financial planning firms have successfully transitioned existing tax and audit clients to their investment units, while others are deploying aggressive strategies to recruit new candidates for their financial services offerings.